BML Team
Tim Safieh, MBA, CRPC®
Financial Advisor
Tim Safieh is an independent Registered Investment Adviser Representative at BML Wealth Management with over 18 years of experience in the financial and insurance industry. As a fiduciary, Tim is committed to acting in his clients’ best interests and providing financial guidance to help retirees and pre-retirees make informed decisions.
Tim holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has passed the Series 7, 63, 65, and 66 securities exams. He is also licensed in life, health, disability, and long‑term care insurance. He earned his bachelor’s degree in business marketing and completed his MBA at the University of Phoenix. His professional focus includes investment management, retirement guidance, estate and tax planning strategies, equity compensation, and charitable giving.
Outside of his professional work, Tim enjoys sports, fitness activities, music, travel, and spending time with his wife, Heather, and their golden retriever, Callie.
California Insurance License #0H05667
Tim holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has passed the Series 7, 63, 65, and 66 securities exams. He is also licensed in life, health, disability, and long‑term care insurance. He earned his bachelor’s degree in business marketing and completed his MBA at the University of Phoenix. His professional focus includes investment management, retirement guidance, estate and tax planning strategies, equity compensation, and charitable giving.
Outside of his professional work, Tim enjoys sports, fitness activities, music, travel, and spending time with his wife, Heather, and their golden retriever, Callie.
California Insurance License #0H05667
